Swiss Helvetia Fund's Total Assets for the quarter that ended in Dec. 2023 was $127.17 Mil.
During the past 12 months, Swiss Helvetia Fund's average Total Assets Growth Rate was 9.10% per year.
During the past 3 years, the average Total Assets Growth Rate was -2.80% per year.
During the past 5 years, the average Total Assets Growth Rate was 2.80% per year.
During the past 7 years, Swiss Helvetia Fund's highest 3-Year average Total Assets Growth Rate was 15.00%. The lowest was -27.10%. And the median was -3.15%.
The historical data trend for Swiss Helvetia Fund's Total Assets can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
From the capital sources of the assets, some of the assets are funded through shareholder's paid in capital and retained earnings of the business. Others are funded through borrowed money.
Swiss Helvetia Fund's Total Assets for the fiscal year that ended in Dec. 2023 is calculated as
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Swiss Helvetia Fund (NYSE:SWZ) Total Assets Explanation
Note:
The Net Income data used here is two times the semi-annual (Dec. 2023) data.
In the article Joining The Dark Side: Pirates, Spies and Short Sellers, James Montier reported that In their US sample covering the period 1968-2003, Cooper et al find that firms with low asset growth outperformed firms with high asset growth by an astounding 20% p.a. equally weighted. Even when controlling for market, size and style, low asset growth firms outperformed high asset growth firms by 13% p.a. Therefore a company with fast asset growth may underperform.
Total Assets is linked to total revenue through Asset Turnover.
Swiss Helvetia Fund's Asset Turnover for the quarter that ended in Dec. 2023 is
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Therefore, if a company grows its Total Assets faster than its Revenue, the Asset Turnover will decline. This might be a warning sign for the business.
Swiss Helvetia Fund Total Assets Related Terms
Thank you for viewing the detailed overview of Swiss Helvetia Fund's Total Assets provided by GuruFocus.com. Please click on the following links to see related term pages.
Swiss Helvetia Fund (Swiss Helvetia Fund) Business Description
Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. The group invests in various sectors such as pharmaceuticals, food and beverage, industrial goods and services, banks, personal and household goods, construction and materials, biotechnology, medical equipment, chemicals, technology, financial services, insurance, and retail.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
Portfolio Contest
SWZ has been successfully added to your 